① Haier Group has previously set up two major health listed companies, Haier Biotech and Yingkang Life. After taking control of Shanghai Laishi, Haier Group's big health layout was further expanded. ② Observers told the Financial Federation reporter that Haier Group's two currently listed companies in the health sector both have blood-related businesses. After integrating Shanghai Laishi, it is possible to open up software and hardware to gather the blood industry puzzle.
Financial Services Association, December 30 (Reporter Xiao Lianghua) On the evening of December 29, Shanghai Laishi (002252.SZ) announced that the actual controller of the company would be changed to Haier Group.
According to Shanghai Laishi's announcement, the company's shareholder Grifols, S.A. (hereinafter referred to as “Kirriff”) and Haier Group signed a “Strategic Cooperation and Share Purchase Agreement” on December 29, 2023. Haier Group or its designated related parties intend to agree to acquire 1,329 billion shares of the company held by Kirifu, accounting for 20.00% of the company's total share capital, with a transfer price of 12.50 billion yuan. Meanwhile, Kirriff delegated voting rights corresponding to the remaining 437 million shares of the company to Haier Group or its designated related party, accounting for 6.58% of the company's total share capital. After the restructuring of the board of directors is completed, Haier Group or its designated related party will become the controlling shareholder of the company, and Haier Group will become the actual controller of the listed company.
Prior to that, Haier Group already controlled two major health listed companies, Haier Biotech (688139.SH) and Yingkang Life (300143.SZ). An observer in Qingdao who has been following Haier for a long time told the Financial Federation reporter that both of the listed companies mentioned above have blood-related businesses, and Shanghai Laishi's main business is the production and sale of blood products. By “winning” Shanghai Laishi, Haier can open up software and hardware in the blood industry and strengthen the company's dominant position in the entire blood industry chain.
According to public information, Yingkang has formed an industrial ecosystem in the fields of plasma blood component collection, storage, preparation, cold chain transportation, and clinical application throughout its life. Haier Biotech, on the other hand, has built a medical smart blood network scenario solution. Through a smart blood refrigerator with Internet of Things attributes and linking scenarios such as blood collection, blood delivery, and clinical blood use, it creates a blood supply model with centralized one-way physical flow to a distributed two-way data sharing blood use model.
The seller, Kirriff Group, is the world's leading healthcare company and producer of plasma products. Although it sold its large shares in Shanghai Race, it has not completely relinquished it.
According to information disclosed by Shanghai Laishi, Kirriff and Shanghai Laishi will reach a long-term strategic cooperation. After the transaction is completed, the term of the exclusive agency agreement for albumin signed between Kirriff and Shanghai Laishi will be extended by 10 years, and the right to renew it for 10 years will be obtained on this basis.
Notably, Shanghai Laishi said that the transaction has received support from the boards of directors of both parties and is expected to be completed in the first half of 2024. It is subject to customary transaction conditions, and still needs to be approved by the regulatory authorities and meet the relevant delivery conditions.